Share review documents with the right access.
Create recipient links with the expiration and download settings the review requires.
Keep client documents and approvals moving.
Share controlled client files, track viewing activity, and collect signatures with a clear record of progress.
A more organized client communication process.
Bring review correspondence, controlled files, and signature requests into an organized client workflow.
Follow up on the outstanding response.
Keep reminders on client requests and return to the relevant thread with the file in context.
Assign approval fields and retain the completed agreement alongside its signature evidence.
Bring it into your daily work
Organize the client relationship
Use contacts, tags, lists, notes, and the file index to keep the account easy to retrieve.
Request information
Insert an approved template and set a no-reply reminder around the deadline.
Share controlled files
Choose expiration, download policy, viewer identity, view limits, and revocation for each link.
Complete and retain
Route signature fields where needed and keep the completed PDF, certificate, and access history according to policy.
Capabilities for Accountants
- Secure statements
- Access expiration
- Client files
- Signature requests
- Completion records
- Retention controls
Bring it into your daily work
Missing client documents
Create a checklist of required files and review what still needs to be returned.
Engagement letters
Prepare the agreement for signature and check outstanding signers.
Client review dates
Set a reminder or prepare a check-in for the date agreed with your client.
Accountants FAQ
Answers about setup, compatibility, privacy, and day-to-day use.
Yes. The controlled content endpoint rejects download requests when the link policy disallows them.
Make the next step part of the process.
Choose a follow-up, campaign review, or checklist and configure it for your work. Each template makes its review and completion steps explicit.
Move your next opportunity forward.
Share and track sensitive client documents.
